Lincoln Capital Corp’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Lincoln Capital Corp’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.42M	Buy	24,062 +20,983	+681%	+$2.11M	0.79%	36
2026 Q1	$310K	Sell	3,079 -41,124	-93%	-$4.13M	0.11%	74
2025 Q4	$4.44M	Sell	44,203 -12,372	-22%	-$1.24M	1.58%	22
2025 Q3	$5.7M	Buy	56,575 +22,726	+67%	+$2.29M	2.05%	17
2025 Q2	$3.41M	Sell	33,849 -31,324	-48%	-$3.15M	1.31%	25
2025 Q1	$6.56M	Buy	65,173 +11,706	+22%	+$1.18M	2.73%	12
2024 Q4	$5.36M	Sell	53,467 -17,752	-25%	-$1.78M	2.2%	16
2024 Q3	$7.17M	Buy	71,219 +67,930	+2,065%	+$6.83M	2.93%	11
2024 Q2	$331K	Sell	3,289 -13,968	-81%	-$1.4M	0.14%	60
2024 Q1	$1.74M	Buy	17,257 +1,357	+9%	+$136K	0.76%	32
2023 Q4	$1.59M	Buy	15,900 +2,286	+17%	+$230K	0.78%	30
2023 Q3	$1.37M	Buy	13,614 +7,947	+140%	+$798K	0.74%	32
2023 Q2	$570K	Sell	5,667 -978	-15%	-$98.2K	0.29%	42
2023 Q1	$668K	Buy	6,645 +1,024	+18%	+$103K	0.39%	38
2022 Q4	$563K	Sell	5,621 -19,135	-77%	-$1.92M	0.34%	38
2022 Q3	$2.48M	Sell	24,756 -8,578	-26%	-$859K	1.67%	23
2022 Q2	$3.34M	Buy	33,334 +28,019	+527%	+$2.8M	2.15%	14
2022 Q1	$532K	Sell	5,315 -9,063	-63%	-$907K	0.28%	46
2021 Q4	$1.44M	Sell	14,378 -32,012	-69%	-$3.2M	0.69%	33
2021 Q3	$4.64M	Buy	46,390 +1,932	+4%	+$193K	2.49%	12
2021 Q2	$4.45M	Buy	+44,458	New	+$4.45M	2.54%	14

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

VWM

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

OFW

Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Lincoln Capital Corp's SGOV Position: Q2 2026 in Review

Lincoln Capital Corp increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 681% in Q2 2026, buying an estimated $2.11M and bringing the position to 24,062 shares worth $2.42M. The position accounts for 0.79% of the portfolio, ranked #36.

Lincoln Capital Corp first reported a position in SGOV in Q2 2021 and has held it in 21 quarters since. The position peaked at $7.17M in Q3 2024. 237 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Lincoln Capital Corp held 24,062 shares of iShares 0-3 Month Treasury Bond ETF worth $2.42M as of Q2 2026.
Lincoln Capital Corp bought 20,983 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.11M.
iShares 0-3 Month Treasury Bond ETF made up 0.79% of Lincoln Capital Corp's portfolio in Q2 2026, its #36 holding.
Lincoln Capital Corp first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2021 and has held it in 21 quarters since.
Lincoln Capital Corp's iShares 0-3 Month Treasury Bond ETF position peaked at $7.17M in Q3 2024.
237 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Lincoln Capital Corp's 13F filing for Q2 2026, filed 16 Jul 2026.